ONBOARDING EXPERIENCE GUIDE
WEEK 1: ACTIONS ITEMS
• UKG Login
• Computer Login
• Webex Login
• Vonage Work Phone Number
• Gmail Login
• Salesforce Login
• Complete UKG Checklist
• Sign & Complete Comp Plan DocuSign
• Complete I-9
• Send EX 3-4 Fun Facts
• Update LinkedIn with Header + Wording
• Complete Email Signature
Employees of Addison are set up with accounts in UKG. In UKG, employees can easily see and print pay statements and run reports on their earnings for the year. Upon an employee’s start, they are emailed UKG instructions.
• Enter username and password on the login page. If you receive the error: Your account is locked, please email Payroll@addisongroup.com to unlock your account.
• The Change Password screen will display where your password must be changed to one with the new requirements. The screen will explain the new password standards.
• Once your password has been changed, you will be taken to the form to configure your Virtual Code settings.
• Anytime thereafter, when logging in from a device that has not been remembered, you will be asked which method you would like to use to receive the code for that specific login. Select a method and click the button to send either Text Message, Voice or Email. We recommend text message as it is the quickest and most reliable method. 1 2
Onboarding Checklist:
• From the dashboard, access the checklist by clicking the bell icon in the upper right corner.
• After clicking the bell icon, it will take you to the outstanding items on your checklist.
• Once you have finished the selected item, remember to click CONTINUE and it will take you to your next outstanding item.
• Complete New Hire Information
• Complete Direct Deposit Information
• Complete Withholding Forms — Federal and State (if applicable)
» Please ensure you click Mark as Complete for BOTH Federal and State forms. These tasks will not be fully complete until you select Mark as Complete.
Please refer to the “Internal Onboarding Guide” sent by HR for further information.
For other questions, comments & concerns please email HR@mondo.com
MINDSET
Embracing a growth mindset is essential, underlining our belief testament to the notion that with perseverance, learning, and adaptation, it’s our shared growth mindset that encourages us to view them advancement.
ATTITUDE, ACTION,
Our pledge to progress is backed by actions aimed at fostering personal solution-oriented attitudes, we lay the foundation for not only overcoming PEOPLE, PASSION, Our foundational processes are tailored to promote personal contributions each one of us brings to the table. By intertwining for ongoing accomplishments that resonate
VALUES
MERITOCRACY
belief that there's always room for development. Each one of us is a adaptation, we can overcome any challenge. When we face hurdles, them as stepping stones towards both personal and professional advancement.
& ACCOUNTABILITY
personal and collective growth. By nurturing a culture that values overcoming obstacles but turning them into pathways for advancement.
PASSION, PROCESS
growth and independence, highlighting the diverse skills and a passionate culture with adaptable processes, we set the stage with our broader organizational aspirations.
MEET BACK
SENIOR LEADERSHIP
REGIONAL LEADERSHIP
Allison Heine
Regional Vice President of Recruiting
Philly, Chicago & California
Chelsea Volz
Regional Vice President of Recruiting
Denver, Texas & National
HUMAN RESOURCES
HR Manager
HR Coordinator
Stephanie Wernick Barker President
Meagan Humphrey Senior Vice Operations
Joshua Grill
Margo Shipley
Courtney MacLeod
HR Coordinator
BACK OFFICE
LEADERSHIP
Vice President, Operations
Cox Vice President, Finance
EMPLOYEE EXPERIENCE (EX)
Jessica Solomon Director, Employee Experience
Jason Nieves Operations Manager
MARKETING
Humphrey
Eric
Emma Lowes
Senior Graphic Designer
Sarah Magazzo
Digital Marketing Manager
MEET BACK
OFFICE
Eric Cox VP of Finance
Erin Lynch Director, Business Analytics
TALENT TEAM
Meagan Humphrey Senior Vice President, Operations
Caroline Corrigan Senior Talent Acquisition Recruiter
Julianne Young Customer Success Director
CUSTOMER
SUCCESS
Jaworowski Senior CX Consultant
Shaylyn
OFFICE (CONTINUED)
FINANCE
Justin Laires Financial Analyst
Harrison Shanahan Operations Specialist
SALES OPS
Elena Sayers Sales Operations Analyst
SUCCESS (CX)
Sarah Gurnari Customer Success Specialist
TRAINING
Kasey Heyda Director of Sales Training
Tyler Basse Consultant Retention Specialist
Blue Cross Blue Shield/ Kaiser Permanente
Tiers for Medical, Dental & Vision coverage include:
• Employee Only
• Employee + Spouse*
• Employee + Child(ren)
• Family
Enrollment:
After 30 days of employment, you will be notified of your eligibility to enroll in benefits. Benefits will become active on the first of the month following the 30th day of employment.
Enrollment Portal: Open Enrollment: Annually during October
Commuter Benefits: WEX
• Enroll in commuter benefits
• Determine your pre-tax contribution amount
• Receive your benefits debit card in the mail
• Spend your funds on your work commute
*If spouse is not offered coverage
How you can use your Commuter Benefits:
• Drive your own car and park with SpotHero.
» Use the SpotHero mobile app or go online to find an available parking spot close to your office.
» Pre-pay for your spot using your benefits debit card.
» Scan and show your pass and park in your reserved spot.
• Drive your own car and park in parking ramp/garage.
» Use your benefits debit card to pay for the parking pass.
• Purchase a ticket/pass to ride the bus, train or ferry.
» Buy your ticket/pass using your benefits debit card.
• Use a transit authority’s mobile app to pay for your ride.
» Download the transit authority’s mobile app & create an account.
» Select the ticket you want to buy using your benefits debit card to pay.
» Activate your ticket before boarding & show the activated ticket screen so its visually validated by conductor (as needed).
• Autoload your transit authority’s card to pay for your ride.
» Purchase your smart card from the transit authority.
» Choose the value/pass you want to add.
» Use your benefits debit card to purchase value/pass and set up future autoloads.
After 90 days of employment, you are eligible to begin contributing towards your 401k. On the 90th day of employment, you will receive an email from Principal to create an account. Your selected deduction will then start the first of the month following the 90th day of employment.
If you’d like to start contributing, you will have to opt in to the APFS 401k plan. After 1 year of employment, Mondo will match your contribution using the following rates:
then proceed
When Principal asks what plan you want access, if you have had an previous account with Principal, you will select the APFS 401k Plan.
PTO Policy:
• New Employees are not eligible to participate in Mondo’s PTO before their 90th day of employment.
• All time off is at the discretion of managers.
• PTO Policy is in effect Jan - Dec.
• A maximum 40 hours of unused PTO will roll over into the next calendar year.
PTO Accruals:
• PTO + Sick time are accrued starting from Day 1.
• PTO + Sick time will not be reflected in UKG until after 90 days of employment.
*Based on start date and accrual
Unlimited PTO
We are pleased to introduce a tiered unlimited PTO plan that employees can earn by achieving high performance business metrics.
Producers:
Back Office: $30M in ATR / Managed a pod / office of $30m in ATR
Please speak with your manager directly
Sick Time can be used for the following:
• Your own illness
• Taking care of someone in your household experiencing illness
• Doctors Appts, Physical Therapy Appts, other wellness reasons
PTO Request
Manager UKG Approval
Formal Request Email to Manager
Employee to send formal email to manager requesting PTO approval.
1
2
UKG
Once manager formally approves PTO via email, employee must log their time off in UKG.
Manager will receive automated email from UKG regarding pending PTO approval notice. After logged invite
3
Request Process:
Approval automated regarding notice.
4
Out Of Office Plan
Employee to submit OOO plan to their manager.
5 6
Google Calendar
After PTO is formally approved and logged in UKG, employee to add calendar invite with their manager for visibility.
Enjoy Time Off
Use your PTO time to rest & recharge while disconnecting!
Mondo Holidays
2025 Paid Holidays
Memorial Day
Independence Day
Labor Day
Thanksgiving
Christmas
New Year’s Eve
Dates Observed (Offices Closed)
Monday, May 26
Thursday, July 3
Friday, July 4
Monday, September 1
Thursday, November 27
Friday, November 28
Wednesday, December 24
Thursday, December 25
Wednesday, December 31
Floater Holidays
Floater Holidays reset January 1st.
Floater holidays in UKG are configured to Addison Group’s policy, which differs from Mondo’s. Although you are eligible to take 2 floater holidays in your first year, you will not be able to start officially logging them in UKG until the first of the year following your 1 year anniversary with Mondo.
You will still need to formally request your two dates via email to your manager, & once approved, you will need to send them a Google calendar invite for that day. There is no action item needed at this time in UKG.
Reminder:
Floater holidays are on a first come, first served basis and you will need to request any floater holidays 30 days in advance of the date.
Employees can choose from the following to be used as a floater holiday:
• MLK Day
• Chinese New Year
• Presidents’ Day
• International Womens’ Day
• Good Friday
• Eid al-Fitr
• Pride Day
• Eid al-Adha
• Juneteenth
• Rosh Hashanah
• Yom Kippur
• Indigenous Peoples’ Day
• Diwali
• Veterans Day
In lieu of a floater holiday, you also have the option of taking a volunteer service day (one per quarter). This is a great giving-back opportunity to serve the community and non-profit organizations important to you. Be on the lookout for new volunteer opportunities coming your way in 2025.
Cell Phone Reimbursement
All employees are eligible to expense up to $50 per month on their cell phone bill starting the 1st of the month following 30 days of employment.
On Site Client Visits
(Sales
Only)
All client expenses must be pre-approved by your manager and approval must be submitted with receipt on Expense Report.
EXPENSES
Examples of Items You can Submit:
• Mileage
• Parking
• Train/bus ticket to client site that is not part of your daily commute
• Uber
Examples of Items You Can Not Submit:
• Gas
• Tolls
• Insurance/car Payments
• Car maintenance/washes
• Traffic citations
• Weekly/daily commuter ticket
All company related expenses are due within 45 days of the receipt date.
Business expenses are not taxable and will be paid out as a flat reimbursement.
If you don’t see an item listed or have questions about submitting a business expense, please reach out to EXTeam@mondo.com.
Fuel: Mind, Body & Soul
Employees are eligible to participate in FUEL: Mind, Body & Soul program monthly starting the 1st of the month following 30 days of employment.
Years
Years
Years
Years
Years
Approved Expenses:
Mind:
• WFH Set-Up (Monitors, Desk, Chair, Keyboard, etc)
• Co-Working Space
• Childcare
• Online Classes
• Student Loans / Tuition
Body:
• Gym Memberships
• Fitness Classes
• On-Demand Workouts
• Massages
• Nails / Pedicures
• Haircuts
• Skincare
• Dietitians / Nutritionists
Soul:
• Therapy
• Telehealth Therapy
• Mental Wellness Podcast Subscriptions
Rejected Expenses
• Meal Delivery Subscriptions
• Grocery Bills
• Food Purchases
• Pet Expenses
• Internet
• Cleaning Supplies or Services
• Rent
• Parking
• Music Subscriptions
• AppleCare
• Streaming Services
• Transportation Costs
• Home Improvement Expenses
• Clothing / Laundry Expenses
• Medical Expenses
• Vacation Expenses
Fuel: Mind, Body & Soul does not carry over and may not be combined month over month. All Fuel: Mind, Body & Soul expenses are due within 30 days of the receipt date. Employees are not eligible to participate in Fuel: Mind, Body & Soul program during any leave of absence.
Fuel: Mind Body & Soul expense are taxable and will be included into your paycheck aligning with the time of submission.
Should you change tenure brackets during the year, you will eligible for the next bracket stipend the month following your Mondo anniversary.
All expenses must be submitted and approved by Tuesday 12pm EST in order to get reimbursed the same week. If submitted/approved after the cut off, expenses will be paid out the following week
If you don’t see an item listed or have questions, please reach out to EXTeam@mondo.com
Expensewire is the delegated platform used to complete Employee Expenses.
Login credentials for Expensewire will be sent to employees after 30 days of employment.
How to Submit Expenses
• Start a New Expense Report.
• Title the Expense Report for the applicable month
» ex. September Expenses)
Please Note:
You are only responsible for completing the information tagged with a Red Asterisk*, all other information is automatically populated.
• Expense Date: when the expense was purchased / paid for.
• Expense Type: please select the appropriate expense code
» ex. Cell Phone Mondo → Cell Phone Business Expense, FUEL: Body → Gym Membership, etc.
• Business Purpose
• Payment Type:
» This is automatically populated to cash — Please do NOT change this
• Amount: Amount of your expense
» ex. Cell Phone = max $50, Fuel: MBS = your applicable tier stipend
• Receipt: Please upload the relevant receipt/screenshot of your payment/ purchase. Receipt/screenshot of purchase must include the following to be accepted:
» Clear itemized breakdown of the what was purchased/paid for
» The amount that was paid
» The date of purchase/payment
After completing all the required information, click Save Line Item. Your expenses will populate on your report. Confirm there are 2 green check marks next to each line item.
If there is a red X, please go back and double check the submitted information is correct and a receipt has been uploaded
After completing all line items for the monthly report, click Submit for Payment.
If you have any questions or require assistance when submitting your expenses, please reach out to EXTeam@mondo.com.
On a web browser, navigate to:
How to set up your Email Signature: http://www.mondo.com/email-signature/
• Select and copy (Ctrl or Command + C) the email signature.
• In Google Webmail, in the right hand menu, click the Settings option and continue to See All Settings.
• Scroll down to the Signature text box and paste the signature (Ctrl or Command + V).
• It should look like this:
• To edit the phone number, click on the number and a dialogue box will come up. Click Change.
• Edit the number in both the Text to display field and the Web Address field. Click Ok.
• You do not need to add your personal phone number.
• Click on Linkedin to add your user profile link. Click Change.
• DO NOT update Text to display. Only paste your LinkedIn url into the Web Address field. Click Ok.
Update the address to represent your Mondo office
ATLANTA
3565 Piedmont Road, N.E. Four Piedmont Center, Suite 300 Atlanta, GA 30305
BOSTON
239 Causeway St #401 Boston, MA 02114
CHARLOTTE
121 W Trade Street, Suite 1850 Charlotte, NC 28202
DENVER
4600 S Syracuse St #600, Denver, CO 80237
NEW YORK
102 Madison Ave, Floor 7
New York, NY 10016
CALIFORNIA
20750 Ventura Blvd Ste 300 Woodland Hills, CA 91364
CHICAGO
125 S Wacker, Suite 2700 Chicago, IL 60606
NATIONAL
Nearest Local Office or City
PHILADELPHIA
2000 Market Street, Suite 1000, Philadelphia, PA 19103
WASHINGTON D.C.
3000 Wilson Boulevard, Arlington, VA 22201
Scroll to the bottom and click Save Changes.
If you are unsure about the formatting of your email signature, please feel free to reach out or send a test email to Emma.Lowes@mondo.com
If you wish to change/update your headshot, please send a new, high quality picture to Marketing@mondo.com
Quick Links:
• Headshot Guide
• LinkedIn Banners
• Zoom Backgrounds The entire Remote Tools & Resources Folder can be accessed here.
Employee Experience Ambassadors
The Employee Experience Ambassadors consist of one or two team members in each local office that take the lead in shaping and enhancing the workplace culture. These ambassadors play a key role in fostering team engagement by organizing and facilitating team get-togethers and events, as well as celebrating team milestones and achievements. Their efforts help create a positive, inclusive, and dynamic work environment where employees feel connected, valued, and motivated. Through this program, the Ambassadors act as our Mondo champions, bringing the company’s values to life and promoting a sense of community within the team!
If you are unsure who your local team EXA is, please reach out to EXTeam@mondo.com
Mentor Program
Mondo’s Mentor Program pairs employees together to foster professional growth and development. Through regular guidance, advice, & support, mentors help their mentees navigate challenges, build skills, and expand their network within the organization. The program encourages knowledge sharing, career progression, and personal growth, while also strengthening relationships across teams. Ultimately, it aims to create a culture of learning & collaboration.
As you progress through Foundations, the EX Team & your Manager will work together to have you paired with the best fit Mentor for your Mondo journey!
Here’s what you can expect from the Mentor Program:
If you have any questions about the Mentor Program, please reach out to MentorProgram@mondo.com Weekly 1:1 sessions with your Mentor
Gain insightful guidance + have meaningful discussions around strategy & best practices to help you achieve your goals
Most pairings meet for a 6 month duration, however this can vary as everyone’s experiences and journeys are different!
• Visit Verizon.com/discounts
• Scroll to Corporate Partner Employees • Select Already existing Customer or New Customer • Use your Mondo email to register
8%
Employee Assistance Provider:
Your Guidance Resources Program through your EAP Provider Guardian provides confidential counseling, expert guidance and valuable resources to help you handle any of life’s challenges, big or small.
Services:
Confidential Emotional Support:
• Anxiety, depression, stress
• Grief, loss & life adjustments
• Relationship/marital conflicts
Work & Lifestyle Support:
• Child, elder & pet care
• Moving & relocation
• Shelter & government assistance
Legal Guidance:
• Divorce, adoption & family law
• Wills, trusts & estate planning
• Free consultation & discounted local representation
Financial Resources:
• Retirement planning, taxes
• Relocation, mortgages, insurance
• Budgeting, debt, bankruptcy & more
Digital Support:
• Connect to counseling, work-life support or other services
• Tap into an array of articles, podcasts, videos, slideshows
• Improve your skills with on-demand trainings
Online Will Preparation:
• Quickly & easily complete a will on your computer with Estate Guidance
• Specify guardians, trustees & property division
• Provide funeral & burial instructions
Wellness Support:
• Make positive lifestyle changes with health coaching
• Improve your nutrition, exercise habits weight loss efforts
• Get help with smoking cessation, back care, resiliency & more
24/7 Live Assistance:
• Call: (855) 239.0743
• TRS: Dial 711
• Online: Guidanceresources.com
• App: GuidanceNow
• Web ID: Guardian
RESOURCE GROUPS
UKG, Benefits, 401k, Payroll, PTO
Where to go when you
Expenses, Fuel, Engagement/Events, Programs, Career Mapping
Webex, Vonage, Technology/Equipment Malfunctions
Headshot Update, Email signature, Branding Materials
Training Sessions + Resources